You want to partner with someone committed to getting things right Listen
How to deliver value when having tax conversations with clients.
ListenSteven's guest on today's episode may not pay the IRS, but like anything with taxes that decision is based on his specific circumstances and is not a general recommendation.
ListenDeath and taxes are universally accepted as the two great inevitabilities, are you helping your clients with both of them?
ListenTax-efficient investing is so much more than tax-loss harvesting (any robot can do that)
ListenThis episode takes away the most common excuses we hear for not doing more around tax planning. It's time to do more.
ListenTax value can come from helping clients pay less in taxes, but there is another side to the conversation.
ListenGetting tax returns is a key piece of the puzzle at any size firm, but it's just the starting point.
ListenTech is pervasive and ever changing, but the Advisor's role in a client's life is still integral.
ListenSteven and his guest Larry Sprung go big sharing the largest Roth conversions they've seen.
ListenWhere ever you currently are with tax planning, keep iterating.
Listen